13F 机构持仓

Merit Financial Group, LLC

ALPHARETTA GA · SEC CIK 0001621225

2026Q22026Q1 更早 9 个季度 🔒
$163.81亿2026Q2 申报市值
2,360持仓数
20.0%前十大占比 · 第一大 2.6%
323 / 108新建仓 / 清仓
申报市值走势$163.81亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 2.6%
IUSG 2.4%
AAPL 2.2%
QLTY 2.1%
IUSV 2.0%
MGK 2.0%
DYNF 1.9%
MGV 1.6%
IVV 1.6%
NVDA 1.6%

2026Q2 买入最多 按季末市值估算

MGK 加仓+$8,174.94万
DYNF 加仓+$7,944.47万
AAPL 加仓+$6,787.26万
MGV 加仓+$5,159.42万
IALT 新建仓+$4,611.67万

2026Q2 卖出最多 按季末市值估算

QUAL 减仓-$7,213.35万
EFV 减仓-$6,475.69万
IAGG 减仓-$4,122.14万
MTUM 减仓-$2,429.60万
THRO 减仓-$2,174.48万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
IBDT ISHARES TR $827.22万0.05%327,611 40,68014.2% $102.72万 加仓
HIMU BLACKROCK ETF TRUST II $825.24万0.05%165,710 53,03047.1% $264.09万 加仓
BKDV BNY MELLON ETF TRUST II $820.40万0.05%244,967 8260.3% $2.77万 加仓
SYK STRYKER CORPORATION $814.11万0.05%25,858 1210.5% $3.81万 加仓
AVDV AMERICAN CENTY ETF TR $810.54万0.05%78,655 -2,802-3.4% -$28.87万 减仓
FDVV FIDELITY COVINGTON TRUST $807.65万0.05%133,960 22,43920.1% $135.28万 加仓
MRVL MARVELL TECHNOLOGY INC $806.67万0.05%27,079 5,04722.9% $150.35万 加仓
QCOM QUALCOMM INC $806.39万0.05%43,638 -62,377-58.8% -$1,152.66万 减仓
MLRG ISHARES TR $803.98万0.05%77,566 4,4246.0% $45.86万 加仓
SNDK SANDISK CORP $800.85万0.05%3,523 -822-18.9% -$186.86万 减仓
WELL WELLTOWER INC $788.59万0.05%34,745 1,0253.0% $23.26万 加仓
IBDR ISHARES TR $784.27万0.05%323,679 17,4475.7% $42.27万 加仓
VOX VANGUARD WORLD FD $783.16万0.05%42,575 7,95523.0% $146.33万 加仓
DFUV DIMENSIONAL ETF TRUST $781.14万0.05%141,999 24,31720.7% $133.77万 加仓
SEIQ SEI EXCHANGE TRADED FUNDS $778.69万0.05%197,588 51,17635.0% $201.68万 加仓
HOLA J P MORGAN EXCHANGE TRADED F $775.28万0.05%140,014 -16,475-10.5% -$91.22万 减仓
NIC NICOLET BANKSHARES INC $774.96万0.05%46,857 -175-0.4% -$2.89万 减仓
DAL DELTA AIR LINES INC $773.06万0.05%82,540 -918-1.1% -$8.60万 减仓
IWL ISHARES TR $771.22万0.05%41,699 4491.1% $8.30万 加仓
COWZ PACER FDS TR $769.69万0.05%123,744 -31,851-20.5% -$198.11万 减仓
EIX EDISON INTL $764.15万0.05%102,639 2,7062.7% $20.15万 加仓
AFL AFLAC INC $759.80万0.05%64,802 7021.1% $8.23万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $758.89万0.05%277,677 35,32314.6% $96.54万 加仓
VOE VANGUARD INDEX FDS $754.70万0.05%38,193 -442-1.1% -$8.73万 减仓
ARCC ARES CAPITAL CORP $753.94万0.05%406,876 8,5042.1% $15.76万 加仓
SIVR ABRDN SILVER ETF TRUST $753.31万0.05%133,994 -9,354-6.5% -$52.59万 减仓
SCHM SCHWAB STRATEGIC TR $748.82万0.05%203,096 -1,755-0.9% -$6.47万 减仓
GDX VANECK ETF TRUST $747.26万0.05%99,041 92,7201,466.9% $699.57万 加仓
BKLN INVESCO EXCH TRADED FD TR II $742.63万0.05%364,571 158,19676.7% $322.24万 加仓
XLB SELECT SECTOR SPDR TR $741.74万0.05%145,926 -1,462-1.0% -$7.43万 减仓
EQWL INVESCO EXCHANGE TRADED FD T $729.18万0.04%56,517 2,8225.3% $36.41万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $726.64万0.04%193,720 -8,270-4.1% -$31.02万 减仓
GILD GILEAD SCIENCES INC $726.32万0.04%57,490 -3,424-5.6% -$43.26万 减仓
VONG VANGUARD SCOTTSDALE FDS $726.29万0.04%56,826 -65,665-53.6% -$839.26万 减仓
COF CAPITAL ONE FINL CORP $724.91万0.04%36,135 8,93832.9% $179.31万 加仓
VXF VANGUARD INDEX FDS $719.48万0.04%29,222 -1,016-3.4% -$25.01万 减仓
PSX PHILLIPS 66 $711.35万0.04%42,079 6,33317.7% $107.06万 加仓
IWP ISHARES TR $709.05万0.04%48,429 16,33150.9% $239.10万 加仓
HYMB SPDR SERIES TRUST $707.35万0.04%278,045 32,78313.4% $83.40万 加仓
ABT ABBOTT LABORATORIES $706.28万0.04%77,836 14,03122.0% $127.32万 加仓
ORLY OREILLY AUTOMOTIVE INC $693.31万0.04%75,286 34,64685.3% $319.06万 加仓
VCIT VANGUARD SCOTTSDALE FDS $689.78万0.04%83,458 16,78825.2% $138.75万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $687.85万0.04%135,791 5420.4% $2.75万 加仓
PWR QUANTA SVCS INC $686.36万0.04%9,532 6,236189.2% $449.03万 加仓
WMB WILLIAMS COS INC $681.53万0.04%91,678 4020.4% $2.99万 加仓
TRV TRAVELERS COMPANIES INC $675.90万0.04%20,474 1,2536.5% $41.36万 加仓
AAPL APPLE INC 看跌期权 $674.21万0.04%23,300 -1,000-4.1% -$28.94万 减仓
FCX FREEPORT MCMORAN INC $669.60万0.04%106,471 12,21513.0% $76.82万 加仓
CVS CVS HEALTH CORP $667.55万0.04%64,529 2,5304.1% $26.17万 加仓
FDX FEDEX CORP $665.73万0.04%21,261 8274.0% $25.90万 加仓
BX BLACKSTONE INC $664.84万0.04%56,500 4870.9% $5.73万 加仓
ILCG ISHARES TR $663.07万0.04%56,663 2,4444.5% $28.60万 加仓
DISV DIMENSIONAL ETF TRUST $662.67万0.04%165,132 31,36923.5% $125.88万 加仓
VEEV VEEVA SYS INC $662.54万0.04%37,333 -10,066-21.2% -$178.64万 减仓
LNT ALLIANT ENERGY CORP $661.70万0.04%86,734 13,38918.3% $102.15万 加仓
— SEI EXCHANGE TRADED FUNDS $658.96万0.04%248,263 4,9222.0% $13.06万 加仓
BSV VANGUARD BD INDEX FDS $655.81万0.04%84,175 -8,944-9.6% -$69.68万 减仓
PFE PFIZER INC $655.23万0.04%272,103 20,6378.2% $49.69万 加仓
VLO VALERO ENERGY CORP $652.76万0.04%25,063 5,19426.1% $135.28万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $652.54万0.04%9,277 -944-9.2% -$66.40万 减仓
VOT VANGUARD INDEX FDS $652.44万0.04%21,300 -362-1.7% -$11.09万 减仓
SCHW SCHWAB CHARLES CORP $648.21万0.04%70,252 -3,032-4.1% -$27.98万 减仓
CDNS CADENCE DESIGN SYSTEM INC $646.93万0.04%17,236 5,39645.6% $202.53万 加仓
FESM FIDELITY COVINGTON TRUST $646.29万0.04%133,836 94,235238.0% $455.06万 加仓
PCG PG&E CORP $645.64万0.04%383,850 -8,806-2.2% -$14.81万 减仓
FLRN SPDR SERIES TRUST $644.53万0.04%208,925 10,1755.1% $31.39万 加仓
DIHP DIMENSIONAL ETF TRUST $643.38万0.04%188,536 35,51923.2% $121.21万 加仓
DIS DISNEY WALT CO $640.11万0.04%66,505 -2,435-3.5% -$23.44万 减仓
JQUA J P MORGAN EXCHANGE TRADED F $632.81万0.04%87,549 -41,088-31.9% -$296.98万 减仓
SDY SPDR SERIES TRUST $632.61万0.04%41,570 -3,996-8.8% -$60.81万 减仓
HON HONEYWELL INTL INC $630.48万0.04%28,159 -38,294-57.6% -$857.40万 减仓
AXON AXON ENTERPRISE INC $629.75万0.04%11,233 -27-0.2% -$1.51万 减仓
ATO ATMOS ENERGY CORP $627.64万0.04%36,434 2,9298.7% $50.46万 加仓
XLC SELECT SECTOR SPDR TR $624.17万0.04%58,262 -19,335-24.9% -$207.14万 减仓
BSX BOSTON SCIENTIFIC CORP $610.04万0.04%142,932 -4,830-3.3% -$20.61万 减仓
DGRW WISDOMTREE TR $609.69万0.04%63,762 -25,339-28.4% -$242.29万 减仓
JPST J P MORGAN EXCHANGE TRADED F $607.32万0.04%120,095 -104,418-46.5% -$528.04万 减仓
VRTX VERTEX PHARMACEUTICALS INC $606.93万0.04%12,218 1,88318.2% $93.54万 加仓
IBDU ISHARES TR $606.00万0.04%261,657 54,02026.0% $125.11万 加仓
VFH VANGUARD WORLD FD $605.57万0.04%46,016 -85-0.2% -$1.12万 减仓
VNQ VANGUARD INDEX FDS $601.75万0.04%62,402 -3,005-4.6% -$28.98万 减仓
IWD ISHARES TR $600.78万0.04%24,782 -106-0.4% -$2.57万 减仓
ADBE ADOBE INC $597.37万0.04%29,137 -6,381-18.0% -$130.82万 减仓
HONA HONEYWELL AEROSPACE INC $595.39万0.04%26,932 26,932— $595.39万 新建仓
XLV SELECT SECTOR SPDR TR $591.64万0.04%37,289 -11,213-23.1% -$177.91万 减仓
CRWD CROWDSTRIKE HLDGS INC $591.62万0.04%7,753 1,29320.0% $98.67万 加仓
D DOMINION ENERGY INC $582.73万0.04%85,331 51,001148.6% $348.29万 加仓
NEM NEWMONT CORP $581.54万0.04%62,263 -1,779-2.8% -$16.62万 减仓
ALL ALLSTATE CORP $581.00万0.04%24,418 2,88113.4% $68.55万 加仓
TER TERADYNE INC $579.89万0.04%11,986 1,61815.6% $78.28万 加仓
VIK VIKING HOLDINGS LTD $579.86万0.04%55,399 4,0387.9% $42.27万 加仓
EMXC ISHARES INC $579.57万0.04%56,654 -4,621-7.5% -$47.27万 减仓
VGIT VANGUARD SCOTTSDALE FDS $578.05万0.04%98,008 26,65037.3% $157.18万 加仓
MEAR ISHARES U S ETF TR $573.49万0.04%113,833 5,0124.6% $25.25万 加仓
INCY INCYTE CORP $573.15万0.03%50,561 1,0772.2% $12.21万 加仓
BLCR BLACKROCK ETF TRUST $567.67万0.03%112,699 18,93420.2% $95.37万 加仓
SFM SPROUTS FMRS MKT INC $565.19万0.03%66,823 -339-0.5% -$2.87万 减仓
SHW SHERWIN WILLIAMS CO $560.44万0.03%16,276 -191-1.2% -$6.58万 减仓
HWM HOWMET AEROSPACE INC $554.26万0.03%20,616 -123-0.6% -$3.31万 减仓
ROST ROSS STORES INC $553.09万0.03%25,984 5,29725.6% $112.75万 加仓